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Amazon’s six-page memo survived Bezos’ exit. Then it ran into AI

With the launch of Amazon’s internal AI tools—Amazon Q and Cedric—document writing at the company risks erosion

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Yellow.ai had $100M, clients, and momentum. Then came ChatGPT, Big Tech

Microsoft, Google, Amazon—everyone has a chatbot of their own. Why would anyone care for Yellow.ai’s solution then?

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Starlink’s deal with Jio-Airtel is more optics than real partnership

For now, the narrative has helped the equity market, but the relationship can get rocky

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Buy the dip, ignore the Donald: why Indian fund managers still want US stocks

But the best investing route is still shut for the retail investor

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Delhivery’s Ecom Express deal buys time, not salvation

The largest third-party logistics firm is soldiering through turbulent times in its core business. So, its acquisition of its less-fortunate peer is both a tactical and a desperate move

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Water is the new air: the race to cool India’s data centres with pricey new tech

Three foreign firms—Vertiv, Schneider Electric, and Stulz—are set to capture a slice of India’s Rs 10,000 crore data-centre boom as liquid cooling becomes essential to handle AI’s power surge

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Temu changed its seller policies. And wiped $50B off parent PDD’s market value

The e-commerce sensation’s disgruntled vendors are jumping ship, hurting its growth. So, PDD has paused dividend payouts to shareholders

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Meesho goes from Ecom Express’ dream client to feared rival

India’s second-largest logistics player is hurting after putting all its eggs in one basket

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Do Kunal Bahl and Rohit Bansal really have the Midas touch?

The Snapdeal duo—thanks to exits from Mamaearth, Urban Company, and Ola Cabs—are often considered first-cheque wizards in India. But they don’t exactly break the mould; sometimes, it’s just a dash of luck

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Will Flipkart become Phonepe before Phonepe becomes Flipkart?

Walmart-owned Flipkart and Walmart-owned Phonepe are both headed by ambitious CEOs. Both companies want to IPO. Both have over 500 million users. And both are also increasingly competing on each other’s respective turfs

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Flipkart’s desperation for profits is squeezing top fashion brands

The Walmart-owned e-commerce platform wants its second-largest category to be operationally profitable in the next two months. To achieve this, it is betting on higher margins and moving further away from its inventory model

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Amazon got rid of its largest seller only to replace it with other ‘preferred’ sellers

The e-commerce giant had to part ways with its ‘preferred sellers’ in India after regulatory interventions. But the newcomers are still getting advantages

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Myntra, Ajio curb returns. But delivery companies love them. Who’s winning?

Reverse logistics is a significant revenue source for the likes of Delhivery, Shadowfax, and Shiprocket, thanks to higher margins than forward logistics

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RBI’s shot in the arm for Rupay is a shot in the foot for co-branded credit cards

Visa and Mastercard have long been synonymous with credit cards. The regulator wants to change that—but it will have collateral damage

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ANSR’s Ahuja duo on why “everybody, from Victoria’s Secret to Google, will do pretty much the same thing in India”

As technology upends every business, the idea of a ‘second headquarters’ is gaining steam. The more traditional the business, the more the need to set up capability centres in India

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Inside Flipkart: a high-pressure workplace thanks to its IPO dreams. And Walmart

The absence of salary hikes and relentless hours have pushed employees to the brink as they chase after CEO Kalyan Krishnamurthy's audacious goals

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Cheap products, fast shipping, and variety. Temu has buyers hooked to the cart

But who pays the price for this Chinese e-commerce platform’s secret to success—suppliers, competitors, or the customer?

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An Indian GenAI startup raised $41M. Now, everyone wants to build LLMs

GenAI startups building large language models saw investments pour in over the past year, with six-month-old Sarvam securing support from an early OpenAI backer. But what’s the endgame?

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What is roll-up unicorn Mensa without its acquisition spree?

A dry spell in funding and dealmaking has led to a white-knuckle time for India’s e-commerce aggregators

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Engineering grads haven’t struggled this hard for a job in a decade

The class of 2024’s motto from their job placement teams: one student, one job; internships over placements; and, more importantly, compromise

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Google, Meta may be in for multi-million-dollar telecom bills in India

Airtel, Jio, and Vi push for "fair share". Tech giants don’t want to part with their incredible cash piles for telecom access. But the government’s decision is not likely to come before 2024 General Elections

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ONDC is all buyers and few sellers, find Phonepe and Paytm

As the open network evolves, fintechs see a UPI-like opportunity in e-commerce, but seller side is posing a challenge

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Sony Liv is set to upend the OTT pecking order with the Zee merger

Armed with a combined arsenal of content from Sony and Zee, the streaming platform could become a force to reckon with, threatening even market leaders such as Amazon Prime Video and Disney+ Hotstar

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Disney+ Hotstar is done with premiumisation

After saying goodbye to IPL, HBO, and Formula One, it is going back to its mass entertainment roots

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India’s data-privacy bill may kill privacy, favour tech giants, and stifle competition

Blocking third-party data tracking will hurt smaller digital entities and hand over near-monopolistic control over the advertising market to large corporations such as Google and Meta

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Amazon’s ‘Project Delhi’ got rid of Cloudtail, but its successors struggle to woo sellers

Discontent is simmering among sellers on Amazon as the firms that inherited Cloudtail’s network have struggled to match its efficiency. They have turned to smaller platforms, set up their own websites, or even returned to physical stores

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Flipkart alums’ $400M Arzooo’s bid to help electronics dealers take on Croma, Amazon faces bigger battles

The B2B startup grew its revenue over 4X to ~$135 million in FY22 while keeping its losses in check. But the real test of its service, relationships, and finances is yet to knock on its door

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Indians’ love for the iPhone is stronger than ever. But Apple retailers are not happy

While the proliferation of easy financing options and the post-pandemic “revenge buying” are driving iPhone sales in India, offline retailers—key to Apple’s success in India so far—are paying the price

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In its battle with Amazon and Flipkart, Meesho becomes more like them

Moving on from social commerce, the US$5 billion startup is venturing deeper into the e-commerce giants’ territory. But how far can it go without losing its USP?

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US$101 million: The steep SMS price tag Amazon’s fighting in India

That’s the annual amount Amazon pays Indian telcos to send SMSes. Though the US e-commerce major has been lobbying India's telecom regulator for two years fearing ‘substantial financial implications’, it still finds itself paying increasing international SMS rates

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Why Amazon is Vi’s likely financial saviour

In 2020, Amazon was looking to invest in Airtel. In 2021, it did serious due diligence on Vi, with the government as the matchmaker. Now that the telco is admittedly close to raising Rs 20K crore, could the Amazon-Vi match finally be made?

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Cashify ditches path to profitability as it turns on growth afterburners

With a new $50+ million funding round on the horizon, re-commerce leader Cashify is ditching the promise of profitability for the allure of growth. This, it hopes, will allow it to fend off the challenge of Flipkart, which has lofty re-commerce ambitions of its own

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Shopsy: Flipkart’s pricey social commerce bet on India’s hinterland users

Shopsy was Flipkart’s answer to social commerce unicorn Meesho’s entry into its territory. But in its attempt to draw in low-income, tier-2-and-beyond users, the Indian e-commerce giant is burning cash faster than it can say “monetisation”

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It’s a shopping app… it’s an OTT: the convoluted logic behind Amazon miniTV

Amazon is trying to gain a foothold in the US$1.2 billion-a-year ad-supported video streaming space in India. miniTV, a streaming service nestled within its shopping app, is Amazon's complicated attempt to strengthen both its advertising and e-commerce businesses

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One size doesn’t fit all: India’s D2C brands tap niche marketplaces

A number of marketplaces for niche products have grown rapidly, thanks to direct-to-consumer brands looking to expand their horizons. In a crowded e-comm ecosystem, these marketplaces offer more visibility, but they’re also limited by their size. But scaling also means they may end up just like Amazon and Flipkart

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Why YouTube killed Originals but let Premium live

For a hot minute, YouTube wanted to be a creator in the mould of Netflix and Prime Video. While the closure of its Originals platform in January marked the end of that dream, it also meant that YouTube was going back to familiar grounds—ad revenue from user-generated content. But this time, its monetisation strategy has ad-free subscription plans in the mix.

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Amazon Prime Video’s Indonesian dream vs local content realities

A household name everywhere else, Amazon is yet to capture the screens and imaginations of the Southeast Asian viewer. It’s finally looking to expand its video-on-demand offering in the region—and the tough Indonesian market is priority no. 1

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Amazon India’s plans to raise Cloudtail from the ashes

Facing heat from the Indian government and competition regulator, Amazon wants to divide the sprawling business of its largest seller among multiple vendors. Despite rising competition, Amazon still has huge ambitions for Cloudtail’s newest invisible avatar

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Amazon’s steep learning curve in India’s crowded online test prep market

Amazon Academy has been discreetly building a foundation in India’s online test prep market since last January, with over one million registered users already. But even after onboarding reputed teachers and partnering with traditional coaching institutes, the venture seems to be missing some key ingredients

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Facebook, Google, and the rejig of Big Tech’s public policy playbook

For Big Tech firms, public policy teams operate in the shadows to remove all obstacles to growth. In the past, this has even entailed pushing the boundaries of ethicality. As the stakes get higher and regulators get more aggressive though, the likes of Google, Facebook, and Amazon are ramping up their public policy teams and changing how they do business

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